Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Michelle Wallace is a registered investment advisor representative with Cetera Investment Advisers LLC. Karen has over 10 years of experience in the financial services industry. Prior to joining Cetera, Karen worked at Hancock Whitney Investment Services, Inc. Karen holds both Series 66 and Series 7 licenses. Karen is also a member of the Long Beach Chamber of Commerce Board and the Mississippi Gulf Coast Chamber of Commerce Board. Karen specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MS
08/10/2022 - Present
Cetera Investment Advisers LLC (GULFPORT MS)
MS
02/21/2012 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (GULFPORT MS)
BOTH
Issued 3/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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